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Legacy Edge Advisors’s IBM IBM Stock Holding History

Legacy Edge Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Sell
1,064
-67
-6% -$16.9K 0.04% 161
2026
Q1 		$274K Buy
1,131
+77
+7% +$20.8K 0.03% 191
2025
Q4 		$312K Buy
+1,054
New +$316K 0.03% 179

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Legacy Edge Advisors's IBM Position: Q2 2026 in Review

Legacy Edge Advisors reduced its IBM (IBM) stake by 5.9% in Q2 2026, selling an estimated $16.9K and leaving 1,064 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #161.

Legacy Edge Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,596 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Edge Advisors held 1,064 shares of IBM worth $314K as of Q2 2026.
  • Legacy Edge Advisors sold 67 IBM shares in Q2 2026, an estimated $16.9K.
  • IBM made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #161 holding.
  • Legacy Edge Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,596 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.